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Salesforce

Make customer records support the next decision.

Caboodle helps translate business requirements into a practical Salesforce improvement plan. We review how the team uses records, stages, automation, and reports, then scope the configuration and coordination needed to improve the process.
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See what's included
Salesforce scope
  • Stakeholder discovery
  • Configuration review
  • Data-quality assessment
  • Access review
  • Improvement design

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What's included

Connect the configuration to a clear business requirement.

The final scope names the deliverables, dependencies, and review points before work begins. The work below provides the starting point for that discussion.
  • Stakeholder discovery. Gather the team's process needs, current frustrations, and the decisions the system should support.
  • Configuration review. Inspect the agreed objects, fields, stages, layouts, automation, and integrations.
  • Data-quality assessment. Identify duplication, incomplete fields, inconsistent definitions, and practical cleanup priorities.
  • Access review. Review the permissions and sharing requirements relevant to the scoped business process.
  • Improvement design. Translate approved requirements into configuration recommendations and an implementation sequence.
  • Scoped configuration. Apply the agreed supported changes in an appropriate test environment before release.
  • Reporting alignment. Define and prepare the scoped reports using agreed field meanings and process rules.
  • Testing and documentation. Validate the changes with users and document the configuration and operating responsibilities.
How this works

Four steps from the first review to handoff.

Phase 1

Define the business problem

Identify the process and decisions that need improvement, with input from users and administrators.
Phase 2

Design the changes

Review the current configuration and agree on a scoped implementation with acceptance criteria.
Phase 3

Configure and validate

Make the approved changes and run representative user scenarios before release.
Phase 4

Release and transfer knowledge

Coordinate the rollout, train the responsible users, and document follow-up work.
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Let's talk shop

Make Salesforce easier to use with purpose.

Bring the workflow that is slowing the team down. We will define the configuration and process work around it.
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